Wealth Enhancement Advisory Services, LLC Carlyle Secured Lending, Inc. Transaction History
Wealth Enhancement Advisory Services, LLC
- $46.2 Billion
- Q4 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Carlyle Secured Lending, Inc. stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 19,150 shares of CGBD stock, worth $340,295. This represents 0.0% of its overall portfolio holdings.
Number of Shares
19,150
Previous 19,150
-0.0%
Holding current value
$340,295
Previous $324,000
5.86%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding CGBD
# of Institutions
128Shares Held
13.8MCall Options Held
55.4KPut Options Held
13K-
Morgan Stanley New York, NY2.28MShares$40.5 Million0.0% of portfolio
-
Van Eck Associates Corp1.3MShares$23.1 Million0.03% of portfolio
-
Lsv Asset Management Chicago, IL1.26MShares$22.4 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.19MShares$21.2 Million0.0% of portfolio
-
Invesco Ltd. Atlanta, GA660KShares$11.7 Million0.0% of portfolio
About Carlyle Secured Lending, Inc.
- Ticker CGBD
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Description
- TCG BDC, Inc. is business development company specializing in first lien debt, senior secured loans, second lien senior secured loan unsecured debt, mezzanine debt and investments in equities. It specializes in directly investing. It specializes in middle market. It targets healthcare and pharmaceutical, aerospace and defense, high tech industri...